Plan Snapshot
- Plan Sponsor: High Pines Wealth Management L
- Sponsor EIN: 821663669
- Sponsor Address: 25 TORREY LN, DUXBURY, MA, 023324911
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $255,685
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $255,685 | $2,204 | $22,644 |
| 2023 | 3 | $153,762 | $1,043 | $52,343 |